Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96B
AUM Growth
+$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,523
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$139M
3
+$59M
4
GPC icon
Genuine Parts
GPC
+$52M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$45.3M

Top Sells

1
+$185M
2
+$133M
3
+$79.2M
4
WMT icon
Walmart
WMT
+$78.9M
5
HSIC icon
Henry Schein
HSIC
+$76M

Sector Composition

1 Technology 20.14%
2 Industrials 9.95%
3 Financials 9.37%
4 Healthcare 8.44%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3301
$56.2K ﹤0.01%
30,900
-10,000
3302
$55.5K ﹤0.01%
2,520
-1,562
3303
$55.4K ﹤0.01%
15,061
3304
$54.5K ﹤0.01%
12,496
-11,232
3305
$54.1K ﹤0.01%
+2,134
3306
$54K ﹤0.01%
72,500
+48,200
3307
$53.2K ﹤0.01%
11,070
+1,036
3308
$51.7K ﹤0.01%
+23,509
3309
$49.9K ﹤0.01%
10,069
-7
3310
$49.7K ﹤0.01%
10,000
3311
$49K ﹤0.01%
35,500
+3,650
3312
$48.1K ﹤0.01%
13,361
-15,054
3313
$47.8K ﹤0.01%
10,010
3314
$46.5K ﹤0.01%
12,750
3315
$45.4K ﹤0.01%
17,070
+1,660
3316
$45.4K ﹤0.01%
11,015
-298
3317
$43.7K ﹤0.01%
48,000
+3,000
3318
$42.7K ﹤0.01%
+13,129
3319
$42.1K ﹤0.01%
+10,050
3320
$42K ﹤0.01%
+10,200
3321
$41.1K ﹤0.01%
14,027
+3,320
3322
$40.7K ﹤0.01%
+10,748
3323
$38.8K ﹤0.01%
+20,305
3324
$38.5K ﹤0.01%
28,113
3325
$37.4K ﹤0.01%
14,278
-4,873
131 132
133
134 135